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How to Create Client Onboarding Process in Financial Services

Userpilot

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

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Software for Product Management: 14 Tools to Leverage in 2024

Userpilot

What’s a cost-effective way to manage and grow a product ? Using software for product management. This article will examine some of the best product management software in the market. Userpilot is a top product management software that enhances user experiences by effectively monitoring user behavior.

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The Ultimate Guide to Customer Onboarding in Banking

Userpilot

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use checklists and walkthroughs to guide users quickly to product value. Let’s dive right in!

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Understanding Product Management

The Product Guy

Guest Post by: Vivek Karna (Mentee, Session 11, The Product Mentor) [Paired with Mentor, John Masterson]. As I strive towards becoming a product leader, I wanted to understand the best practises in product management and in the process develop my own product philosophy. . Introduction. Understanding the Role Definition.

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The Ultimate Guide to Customer Education in SaaS: Best Practices, Examples, and Tools

Userpilot

Have you ever wondered why SaaS companies are spending so much on self-service solutions and customer education programs? Launching a customer education program can streamline the customer journey, increase customer retention, and reduce the support costs for your product or service. What is customer education?

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How to Become a Customer Service Representative [+Tools and Resources]

Userpilot

Embarking on a career as a customer service representative involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer service representative. Looking into tools for customer service representatives?

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What is Product Management in Tech: Guide to the Role Of A Technical PM

Userpilot

As a SaaS professional, you’ve probably asked yourself, “What’s tech product management?” and wondered how it’s different from traditional product management. This guide takes a deep dive into the world of technical product management , showing you how to become one of these in-demand professionals.